Research analysts who have asked questions during Firefly Aerospace earnings calls.
Colin Canfield
Cantor Fitzgerald
3 questions for FLY
Also covers: AIRO, AMTM, ASTS +10 more
Kristine Liwag
Morgan Stanley
3 questions for FLY
Also covers: , AER, AMTM +27 more
Seth Seifman
JPMorgan Chase & Co.
3 questions for FLY
Also covers: ATI, BA, CACI +21 more
Sheila Kahyaoglu
Jefferies
3 questions for FLY
Also covers: , AAL, BA +35 more
Edison Yu
Deutsche Bank
2 questions for FLY
Also covers: ACHR, ADNT, ALV +19 more
Suji de Silva
Roth Capital Partners, LLC
2 questions for FLY
Also covers: AMBA, QBTS
Suji Desilva
ROTH MKM
1 question for FLY
Also covers: ACMR, AEVA, AKTS +18 more
Recent press releases and 8-K filings for FLY.
Firefly Aerospace Faces Securities Class Action Investigation
FLY
Legal Proceedings
Demand Weakening
- Faruqi & Faruqi, LLP is investigating Firefly Aerospace Inc. (NASDAQ: FLY) for alleged federal securities law violations, with a January 12, 2026, deadline for investors to seek lead plaintiff status in a federal securities class action.
- The complaint alleges Firefly made false and/or misleading statements regarding the demand and growth prospects for its Spacecraft Solutions offerings and the operational readiness and commercial viability of its Alpha rocket program.
- The company's stock price fell significantly after its Q2 2025 earnings report on September 22, 2025, which reported a loss of $80.3 million and revenue of $15.55 million (below analyst estimates), and further declined following an Alpha Flight 7 rocket test failure on September 29, 2025.
3 days ago
Firefly Aerospace Faces Federal Securities Class Action Lawsuit
FLY
Legal Proceedings
Demand Weakening
Profit Warning
- Faruqi & Faruqi, LLP is investigating Firefly Aerospace Inc. (NASDAQ: FLY) and has filed a federal securities class action lawsuit, with a lead plaintiff deadline of January 12, 2026.
- The lawsuit covers Firefly securities purchased between August 7, 2025, and September 29, 2025, alleging the company made false and/or misleading statements, including overstating demand for its Spacecraft Solutions and the viability of its Alpha rocket program.
- Firefly's Q2 2025 earnings, reported on September 22, 2025, showed a loss of $80.3 million and revenue of $15.55 million, which was below analyst estimates.
- The company's stock price fell 15.31% on September 23, 2025, after the Q2 earnings report, and an additional 20.73% on September 30, 2025, following the disclosure of an Alpha Flight 7 rocket test failure.
7 days ago
Faruqi & Faruqi Investigates Firefly Aerospace for Securities Law Violations
FLY
Legal Proceedings
Demand Weakening
- Faruqi & Faruqi, LLP is investigating Firefly Aerospace Inc. (NASDAQ: FLY) for potential federal securities law violations, with a January 12, 2026 deadline for investors to seek lead plaintiff status.
- The investigation covers investors who purchased Firefly common stock pursuant to its August 7, 2025 initial public offering (IPO) or securities between August 7, 2025, and September 29, 2025.
- Allegations include Firefly overstating demand and growth prospects for its Spacecraft Solutions and the operational readiness and commercial viability of its Alpha rocket program.
- Firefly reported a Q2 2025 loss of $80.3 million and revenue of $15.55 million on September 22, 2025, with Spacecraft Solutions revenue down 49% year-over-year.
- Following these financial results and the Alpha Flight 7 rocket failure disclosed on September 29, 2025, Firefly's stock price experienced significant declines, including a 15.31% drop on September 23, 2025, and a 20.73% drop on September 30, 2025.
Nov 21, 2025, 3:27 PM
Firefly Aerospace Faces Class Action Lawsuit Following IPO and Operational Issues
FLY
Legal Proceedings
Demand Weakening
Profit Warning
- Faruqi & Faruqi, LLP is investigating potential claims against Firefly Aerospace Inc. (NASDAQ: FLY), with a January 12, 2026, deadline for investors to seek lead plaintiff status in a federal securities class action.
- The lawsuit covers investors who purchased Firefly common stock pursuant to its August 7, 2025 IPO and/or securities during the Class Period of August 7, 2025, to September 29, 2025.
- The complaint alleges that Firefly made false and/or misleading statements regarding the demand and growth prospects for its Spacecraft Solutions offerings and the operational readiness of its Alpha rocket program.
- On September 22, 2025, Firefly reported a Q2 2025 loss of $80.3 million and revenue of $15.55 million, which was below analyst estimates and down 26.2% year-over-year, causing its stock price to fall 15.31%.
- Less than a week later, on September 29, 2025, Firefly disclosed a failure of its Alpha Flight 7 rocket, leading to an additional 20.73% drop in its stock price to $29.30 per share.
Nov 14, 2025, 3:07 PM
Firefly Reports Q3 2025 Results, Announces SciTec Acquisition and NASA Contracts
FLY
Earnings
M&A
New Projects/Investments
- Financial Performance: Firefly reported revenue of $30.78 million for Q3 2025, an increase from $22.37 million in Q3 2024.
- Profitability Metrics: The company's net loss widened to $(133.41) million in Q3 2025 from $(40.79) million in Q3 2024, and Adjusted EBITDA was $(46.33) million compared to $(28.05) million in Q3 2024. Basic and diluted net loss per common share was $(1.50), an improvement from $(3.57) in Q3 2024.
- Strategic Acquisition: The SciTec Acquisition closed, and SciTec secured a $259 million contract in May 2025 for the Future Operational Resilient Ground Evolution framework, enhancing Firefly's defense capabilities.
- Significant NASA Contracts: Firefly was awarded a $177 million NASA contract for Blue Ghost Mission 4 to deliver payloads to the Moon in 2029, and a $10 million addendum for Blue Ghost Mission 1 for lunar data acquisition.
- Launch Schedule Update: Alpha Flight 7 is targeting launch between late Q4 2025 and early Q1 2026. The Vira development engine for Eclipse is expected to begin hot fire testing in 1H2026.
Nov 12, 2025, 10:00 PM
Firefly Aerospace Reports Q3 2025 Results, Raises Full-Year Revenue Guidance, and Completes SciTec Acquisition
FLY
Earnings
Guidance Update
M&A
- Firefly Aerospace reported Q3 2025 revenue of $30.8 million and a non-GAAP net loss of $51.4 million, resulting in a non-GAAP diluted net loss per share of -$0.55.
- The company updated its full-year 2025 revenue guidance to $150 million-$158 million, an increase from the previously provided range of $133 million-$145 million.
- Total backlog increased to approximately $1.3 billion at the end of Q3 2025, with an additional $170 million from the SciTec acquisition which closed after the quarter end. This acquisition is expected to bolster national security pursuits, including the Golden Dome program.
- Key operational milestones include a $177 million contract from NASA for Blue Ghost mission 4 and a $10 million addendum for Blue Ghost mission 1 data, with Flight 7 launch targeted between late Q4 2025 and early Q1 2026.
Nov 12, 2025, 10:00 PM
Firefly Aerospace Announces Q3 2025 Financial Results and Provides 2025 Guidance
FLY
Earnings
Guidance Update
M&A
- Firefly Aerospace reported third quarter 2025 revenue of $30,778 thousand, representing a 98% increase from the previous quarter and a 38% increase from the prior year quarter.
- The company expects full-year 2025 revenue to be between $150 million and $158 million.
- The SciTec acquisition closed, bolstering Firefly's national security capabilities and supported by an upsized $260.0 million revolving credit facility.
- Firefly was awarded a $176.7 million Blue Ghost Mission 4 contract from NASA and a $10 million addendum for Blue Ghost Mission 1.
- The Alpha team is preparing for a return to flight, with a launch targeted between the end of the fourth quarter 2025 and early first quarter 2026.
Nov 12, 2025, 9:08 PM
Firefly Aerospace Inc. Faces Class Action Lawsuit Over IPO Disclosures
FLY
Legal Proceedings
Demand Weakening
Profit Warning
- Robbins LLP has filed a class action lawsuit against Firefly Aerospace Inc. (FLY) on behalf of investors who purchased common stock during its IPO on August 7, 2025, or securities between August 7, 2025, and September 29, 2025.
- The complaint alleges that the IPO Offering Documents were negligently prepared, specifically overstating demand and growth prospects for Spacecraft Solutions and the operational readiness of the Alpha rocket program.
- Firefly's stock price fell 15.31% on September 23, 2025, after reporting disappointing Q2 2025 financial results, and an additional 20.73% on September 30, 2025, following an incident with its Alpha Flight 7 rocket.
- As of the complaint filing, Firefly's stock price trades significantly below its $45.00 per share IPO offering price.
Nov 12, 2025, 1:17 PM
Firefly Aerospace Inc. amends credit agreement and increases revolving facility for acquisition
FLY
M&A
Debt Issuance
New Projects/Investments
- Firefly Aerospace Inc. entered into a First Amendment to Credit Agreement on November 7, 2025, increasing its Revolving Facility commitments to $260,000,000.
- The proceeds from this upsize will primarily finance the acquisition of SciTec, Inc., for which an agreement was dated October 5, 2025, and support working capital and general corporate purposes.
- New financial covenants include a Minimum Liquidity requirement of $120,000,000 as of the last day of each fiscal quarter, commencing December 31, 2025.
- The company also established Minimum Free Cash Flow targets, starting at -$325,000,000 for December 31, 2025, and reaching $0 by September 30, 2028, and thereafter.
Nov 10, 2025, 9:06 PM
Firefly Aerospace Completes Acquisition of SciTec
FLY
M&A
New Projects/Investments
- Firefly Aerospace Inc. completed the acquisition of SciTec Innovations, LLC on October 31, 2025.
- The total purchase price for the acquisition was approximately $855.6 million, comprising $300 million in cash and 11,111,116 shares of Firefly common stock.
- This acquisition is expected to accelerate Firefly's strategic growth by integrating SciTec's advanced national security technologies, including defense software, big data processing capabilities, and over 475 employees.
Nov 5, 2025, 9:45 PM
Quarterly earnings call transcripts for Firefly Aerospace.
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